Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, for an analysis of recent central bank actions in the US, Canada, and Japan. Dustin explores the Federal Reserve’s decision to hold interest rates, its approach to managing inflation, and the implications for the US economy. Moving to Canada, Dustin discusses the Bank of Canada’s concerns about sluggish economic growth and explores the possibility of cutting interests before hitting 2% inflation. Shifting to Japan, Dustin dissects the Bank of Japan’s yield curve control policy and the adjustments that have been made. This episode was recorded on November 2, 2023.